“What the industry needs, is less ‘noise’ and jargon and more personal touch to planning.”


Financial Literacy

Apart from engaging a team of advisors, who engrain financial empowerment and education in their processes, you may enjoy the additional resources below:


Useful websites:


Go Girl Finance and Daily Worth focus specifically on empowering women and I highly encourage you to sign up for both.

Over the years, I have enjoyed www.wife.org and their motto: A Man is NOT a Financial Plan; Founded by two industry veterans in California, the site provides many good resources to women in all stages of life.

Smart about Money is another great resource, that also includes materials that can help your teen in high school or college age child.

Bank Rate has calculators, savings rates and other useful and practical information.

Saving for College provides you the low down on available college savings routes and even information on scholarships and financial aid pograms


Recommended Reading:


I personally find Millionaire Women Next Door by Thomas Stanley, PhD both inspiring and eye-opening.

Money: A Love Story, Untangle Your Financial Woes and Create the Life You Really Want
by KATE NORTHRUP: Having a good relationship with money is tough-whether you have millions in the bank or just a few bucks to your name. Why? Because just like any other relationship, your life with money has its ups and downs, its twists and turns, its breakups and makeups.

Money, Money, Money by New Dimensions Radio Yes it reminded me of Abba’s 70’s song, but this book talks about Money as a compelling force in our society that impacts the meaning of our lives. This enlightening new book touches on many important aspects of this topic, including money and the meaning of life, the soul of money and the nature of wealth.

The Money Therapist: A Woman’s Guide to Creating A Healthy Financial Life By Marcia Brixey is another one of those eye-opening, aha moment books to delve into.


And some personal finance classics never get old:


Yes, you can get a financial life by Ben Stein and Phil Demuth is uplifting and entertaining alike.

The Total Money Make-over by Dave Ramsey

The Charles Schwab Guide to Finances After Fifty: Answers to Your Most Important Money Questions By Carrie Schwab-Pomerantz, Joanne Cuthbertson, has been an important add-on to my book shelf.


Educating Young Adults and Children:


www.choosetosave.org is a good resource for people of all ages, including young adults.

Money Savvy Generation is a wonderful Not-for-Profit organization, that started out of the motivation of one mom, and financial expert, to educate children and teens. I have personally used their curriculums and taught Elementary School children & Teenagers Financial Literacy.

JumpStart Coalition is great for young children

National Financial Educators Council is another wonderful resource for teaching kids aged 3-10 about money & personal finance

The US Mint’s website offers fun activities for young children to promote basic understandings of “real world” economics
The National Financial Educators’ Council has great resources for all ages

Washington State’s website has link to games that teach kids about money, including FRAUD SCENE INVESTIGATOR, an online interactive investor education program that teaches and empowers students how to detect and stop

Massachusetts state website with more links to games for teaching kids about money

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